Kristi Middleton

I'm a Tax Partner in the Private Client team in the Midlands, managing the private wealth team. I've worked in tax since 2008, with most of that time focused on private client issues.

I work mainly with entrepreneurial clients, private equity executives and their families, supporting them in all personal tax and succession matters. The main areas I get involved in are wealth and asset ownership including UK residential property, pre-sale planning for entrepreneurs, Inheritance Tax, succession and estate planning, personal tax compliance including reporting fund investments for PE executives, and divorce and matrimonial tax advice.

I can advise on various structures including trusts and family investment companies, whether set up in the UK or overseas.

Ask me about private wealth tax, entrepreneur pre-sale planning, Inheritance Tax, family investment companies, PE executive tax, divorce tax and succession planning.